Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 45 ; Opp 63 ; Eng 41
Consent
Revenue impact
$47 attributed
Treatment plan pending
May 29, 8:15 PMSignal: An accepted treatment plan has not yet been scheduled.
Customer reply
May 29, 8:15 PMCommunication: Customer engaged with the simulated outreach.
Recall cleaning and exam
May 29, 8:15 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:15 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Missed appointment
May 29, 7:15 PMSignal: Patient missed a scheduled hygiene appointment.
Lena Chen
dental
Recent signals
Active opportunity
Recall cleaning and exam
Last action
Generated by simulation (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Recall cleaning and exam
Lena Chen